Why Xero Experts?
Xero
Certified
We have extensive experience using Xero are Xero accounting professionals
Migration Specialist
We have extensive knowledge of Xero Migration; its applications and we know the system in and out
Xero Specialist
We are Xero Certified Advisors and Xero Gold Champion Partners
Expert Trainers
Our team of Xero trainers and consultants are award-winning experts in their field
Proven Track Record
We have a proven track record of success and have received awards for our outstanding work
Quick Turnaround
We understand the importance of time and strive to provide quick turnaround times for all our migration services
Bespoke Migration
Each client is unique, and we approach each project with a custom strategy
Add-on Specialist
We are also Xero Add-on Integration Specialists, enabling full automation across all your business platforms
Trusted by
Why Xero Experts?
Xero
Certified
We have extensive experience using Xero are Xero accounting professionals
Migration Specialist
We have extensive knowledge of Xero Migration; its applications and we know the system in and out
Xero Specialist
We are Xero Certified Advisors and Xero Gold Champion Partners
Expert Trainers
Our team of Xero trainers and consultants are award-winning experts in their field
Proven Track Record
We have a proven track record of success and have received awards for our outstanding work
Quick Turnaround
We understand the importance of time and strive to provide quick turnaround times for all our migration services
Bespoke Migration
Each client is unique, and we approach each project with a custom strategy
Add-on Specialist
We are also Xero Add-on Integration Specialists, enabling full automation across all your business platforms
Boost Your Productivity and Efficiency with Xero Migration Service
Xero Pro Setup is a specialised service provided by Xero Experts, designed for established businesses who want to implement Xero, or migrate from their current accounting data from other platforms to Xero. This service is also available for groups of companies, holding and subsidiary companies. We understand that transitioning to a new accounting system can be daunting, but our team of experts takes care to tailor the conversion to your company’s specific needs, no matter the size or sector.
Our service is designed to make the transition to a new accounting system as smooth as possible for our clients.
Benefits of Xero
Access from anywhere and anytime
Automated invoicing and payment processing
Get accurate financial records instantly
Improved Cashflow management
Real-time collaboration with stakeholders
Integrations with Xero add-ons
Keep track of your income and expenses with easy-to-use tools
Personalise Xero’s dashboard and templates to suit your business needs
Store all your data in the cloud and access it anytime
Expert Assistance for Smooth Xero Implementation
Xero Pro Setup includes a range of solutions to make your migration process smooth and hassle-free. We can migrate data from any software as long as we can export reports in CSV or Excel format. Our expertise extends to successfully migrating data into Xero, even for businesses registered with multiple currencies.
At Xero Experts, we’re a team of dedicated UK-based accountants with a passion for Xero. We’re more than just migration experts; we provide Xero third party app implementation service as part of Xero Migration and ongoing support to help your business succeed. Our Xero certified advisors will provide one-to-one training for your team, so they are fully equipped to use Xero’s features to their full potential.
We begin by reviewing your historic data from your current accounting system and setting up Xero to ensure that it is configured correctly. Our team of experts will then migrate your data to Xero, ensuring that your financial information is accurately and securely transferred.
Our Xero Pro Setup Service includes the following:
- Review of historic data from other system and setup
- Data Migration to Xero
- Automation and connected apps review
- Data back-fill
- Ongoing support
- One-to-one training
- Xero set up
We can seamlessly convert the following types of businesses into Xero:
- Individuals operating as Sole Traders
- Limited Companies with complex accounting needs
- Partnerships with unique accounting requirements
- Charitable Organisations that require accurate tracking of their donations
- Multicurrency Businesses that need to automate currency conversions
- Franchise Businesses that require powerful accounting tools for managing their operations
- Dual VAT Registered Businesses that need automated VAT management and reporting
- Groups Of Companies that need to consolidate their finances across multiple entities
- Overseas Entities that require expert guidance for migrating to Xero
- E-Commerce Businesses that need advanced accounting solutions integrated with their platforms
- Blockchain & Crypto Businesses that require precise tracking of their complex financial transactions
- We are equipped to handle the accounting needs of any Small or Medium-Sized Business, no matter the industry
Accounting software we have converted into xero?
Some of the popular accounting and bookkeeping software we have migrated from includes:
- Sage Business Cloud Accounting
- Sage 50 Desktop and Instant
- Sage X3
- Sage Intact
- Sage 200
- Sage 100
- QuickBooks Desktop
- QuickBooks Online Plus
- QuickBooks Online Pro
- QuickBooks Desktop Premium
- QuickBooks Online Advanced
- QuickBooks Online
- Quickfile
- Freeagent
- Wave Accounting
- Pandle
- Quicken
- ZipBooks
- Kashflow
- Exchequer
- VT Transaction Plus
- Exact
- GoDaddy Bookkeeping
- Freshbooks
- ClearBooks
- Zoho Books
- MoneyWorks
- Microsoft Dynamics GP
- Tas Book
- MYOB and MYOB Essential
- Netsuite
- Access Dimension
- Accounts Portal
- Akaunting
- Crunch
- Excel Data Sheet
Our Xero Conversion Service Includes:
- Company details setup
- Importing historical transactions
- Importing customer and supplier contact details
- Customised Xero chart of accounts
- MTD setup with HMRC portal
- Import and migrate historical customer quote
- Import and migrate historical supplier purchase order
- Setting up bank accounts and bank feeds
- Setting up multicurrency bank accounts and bank feeds
- Customising dashboard
- Customised invoice template
- Setting up inventory items
- Setting up tracking category
- Setting up bank rules
- Setting up and migrate historical projects in Xero
- Setting up payroll
- Pension setup and integration
- Setting up payment gateway
- Setting up fixed asset register and depreciation rules
- Xero expense setup
- Issuing logins for your team
- Hubdoc setup and integration
- Consolidated reporting setup
- Setting up group VAT returns
- Customised reports
- Complete Xero health check
- 6 hours of training with Xero certified advisor
- 30 days aftercare email and online live support via Zoom
Add-On Services:
With our Xero Pro Setup service, we don’t just stop at setting up your account. We also offer extra set-up services that can enhance your financial processes and keep you informed with the latest updates, ensuring that your Xero account is always optimised for your business needs.
These additional services include:
- Payroll & Pension Setup in Xero
- Payment Gateway Setup
- MTD Group VAT Return Setup
- Consolidated reporting Setup
- Xero Project Setup
- Xero Expense Claim Setup
- Xero CIS Module Setup
- Credit Control Apps Setup
- Stock Control Setup
- EPOS System Integration with Xero
- Ecommerce Business Connected Apps Setup
- Time tracking software setup
- On Demand Xero Connected Apps Setup and Training
- Purchase Order Solution Setup
Xero Pro Setup - How It Works
Ready to get started with Xero Pro Setup? Here’s how it works:
Discovery Call
Receive a Bespoke Plan
Let Us Do the Work
Get Training & Support
You might be interested in
Xero Basic Setup
Xero Basic Setup is an ideal solution for start-up and new businesses, offering data migration and conversion into Xero from existing system
Xero App Advisory
Xero Experts can help you choose the best apps for your business with the Xero App Advisory service. We can set up and optimise the add-ons as well
Xero Payroll Setup
We are a certified partner and advisor, and we can help you set up Xero payroll quickly, either from the beginning of the tax year or part-way in